Tag: Exclusive
Movers & Shakers – November 2020
Ex-StanChart DPM head moves to Lombard Odier
PBs still the brighter spot of Hong Kong’s banking industry in 2021: KPMG
Rising tide of Japanese assets helps its wealth management industry
For the mass affluent business to thrive, PBs should expand discretionary services: Privé
Marked growth in Asian demand for private placement life insurance: Lombard International
Hong Kong government keen on helping family offices prosper
CIO Weekly – Featuring UBS Global Wealth Management’s Adrian Zuercher
APAC wealth investors increase allocations to alternative investments: BlackRock
HSBC appoints tech head of wealth and global private banking
Jupai sees loss narrow in 3Q20, downsizes for a more focused approach
Standard Chartered PB managing director exits
Unconstrained asset allocation mandates gaining among Thai clients: SCB JB’s Joseph Caceres
UBS raises DPM customisation bar with rollout of My Way platform
CIO Weekly – Featuring UOB Private Bank’s Neo Teng Hwee
As Asian HYs gain traction, IGs become the new safe haven
COVID-19 piques investor interest in ESG
Crisis tests PBs’ commitment to clients and markets: DB WM’s Lynn Hermijanto
Demand for factor investing increases “materially” in Asian HNWIs
CIO Weekly – Featuring Deutsche Bank IPB’s Tuan Huynh
As expat packages shrink, private bankers are going back home
Selectivity pays off in the oft-overlooked European markets during COVID-19
Thematic mandates with household names no longer sufficient for DPM clients
CIO Weekly – Featuring Indosuez Wealth Management’s Arjan de Boer
BNP Paribas’ Mignonne Cheng to retire
Credit Suisse reveals the latest high conviction products for APAC
Government bonds are “first leg of entry” for China’s onshore fixed income: Fidelity
EFG Bank’s head of Greater China exits
Movers & Shakers – October 2020
HNWI demand for bond funds returns, but not yet to pre-COVID levels
Be focused and adaptable in an era of change – VP Bank’s Morel
CIO Weekly – Featuring Pictet Wealth Management’s César Pérez Ruiz
Recent equity consolidation tempts hesitant HNW clients back into market
Quantifeed raises US$6 million from Franklin Templeton in series B+ round
Credit Suisse Chat usage surges as bank adds WeChat functionality, improves desktop integration
Banker made entrepreneur – EFG senior MD joins Crossinvest (Asia) as major shareholder
Asian entrepreneur clients lead ‘pandemic pivot’ but regional challenges remain: HSBC PB’s Sidney Wang
Morgan Stanley PWM to launch second ‘best business models’ discretionary portfolio in Asia
CIO Weekly – Featuring Bank of Singapore’s Eli Lee
Singapore IAMs under pressure to consolidate and retain lean structure for profitability
UBP appoints senior economist for Asia
“We are integrating fragmented services for UHNWIs”: CreditEase on new FO brand
Full-stack AI transformation will soon become a “hygiene factor” for PBs: McKinsey
The build-up to the NEC acquisition of Avaloq
CIO Weekly – Featuring Lombard Odier’s Jean-Louis Nakamura
Digital reprioritisation progresses as pandemic lingers: DB’s Nemali
